IVY CREEK FOUNDATION INC (EIN 541112932) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Principal Officer

EDWARD COATES

Phone

4349737772

Tax Period

2023-01-01 to 2023-12-31

IVY CREEK FOUNDATION INC, founded in 1979, is a small nonprofit in the Environment sector that reported $103K in total revenue in fiscal year 2018. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $99K left a modest 4% surplus.

Mission

CONNECTING PEOPLE TO THE PAST & PRESENT BY HONORING THE LAND, HISTORY, AND COMMUNITY. TO INSPIRE AND ENGAGE OUR COMMUNITY IN THE STEWARDSHIP OF OUR NATURAL RESOURCES AND OUR RICH AFRICAN AMERICAN CULTURAL HISTORY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $263,343

Program Service Revenue $0

Investment Income $39,944

Other Revenue $1,210

TOTAL REVENUE $304,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $153,146

Fundraising Expenses $11,259

Program Expenses $166,949

Other Expenses $59,291

TOTAL EXPENSES $212,437

Year-over-Year Comparison

	2023	2022	Change
Revenue	$304,497	$168,492	+0.8%
Expenses	$212,437	$157,944	+0.3%
Net Income	$92,060	$10,548	+7.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

122

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$42,419

Total Directors

$42,419

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN ERHARDT	EXECUTIVE DI	25.00	Officer Director	$42,419	$0	$42,419
CECIL BANKS	DIRECTOR END	1.00	Director	$0	$0	$0
EDWARD COATES	DIRECTOR/TRE	4.00	Officer Director	$0	$0	$0
KATLIN DEWITT	DIRECTOR	1.00	Director	$0	$0	$0
ELYSE GIRARD	DIRECTOR	1.00	Director	$0	$0	$0
SARITA HERMAN	DIRECTOR/PRE	6.00	Officer Director	$0	$0	$0
SCOTT KARR	DIRECTOR/VIC	4.00	Officer Director	$0	$0	$0
JODY LAHENDRO	DIRECTOR	7.00	Director	$0	$0	$0
TERESA LESLIE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SCIRVANI	DIRECTOR/SEC	2.00	Officer Director	$0	$0	$0
LISA SHUTT	DIRECTOR	1.00	Director	$0	$0	$0
KEITH WOODARD	DIRECTOR	2.00	Director	$0	$0	$0
DR STANLEY WOODFOLK	DIRECTOR/AT-	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$304,497	$212,437	$891,715	$92,060
2022	$168,492	$157,944	$740,806	$10,548
2021	$167,112	$131,471	$867,765	$35,641
2020	$134,372	$111,040	$756,884	$23,332
2019	$81,008	$85,491	$664,905	$-4,483
2018	$103,012	$98,856	$555,571	$4,156

IVY CREEK FOUNDATION INC